Looking for high quality compounders trading at low multiples?
Take a look at:
- Cavco Industries $Cavco(CVCO)$
- Mueller Industries $Mueller(MLI)$
- UFP Industries $UFP Industries(UFPI)$
- Watts Water Technologies $Watts Water(WTS)$
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Here's a current breakdown of my portfolio, my investable universe and (in green) my particular favourites among the investable universe.
Feel free to share yours too. $Lam Research(LRCX)$ $Lasertec Corp.(LSRCF)$ $Synopsys(SNPS)$ $NEMETSCHEK SE(NEMKY)$ $Technology One, Ltd.(THNOF)$ $Qualys(QLYS)$
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https://twitter.com/long_equity/status/1786884458693415019
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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